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Livermore
Livermore
ZHEN

Principal Financial Group Inc

PFG
Exchange
Nasdaq
Industry
Accident & Health Insurance
SEC CIK
0001126328

No open-market purchases or sales by Principal Financial Group Inc insiders were filed in the last 90 days; 961 institutions reported holding it in 13F filings for Q2 2026, worth $18.4B in total; no superinvestor holds it.

13F holders, Q3 2023

Institutional positions in Principal Financial Group Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
723
+1 vs. Q2 2023
Shares held
171.5M
−2.45M (−1.4%) vs. Q2 2023
Total value
$12.4B
−$812.2M (−6.2%) vs. Q2 2023
New holders
65
215 more added
Sold out
64
282 more reduced

9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 723 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ3 2023: $12.4B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$11.4B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2023.

Institutions holding PFG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth14$00.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC1$730.00%+1New
JJJ Advisors Inc.4$2890.00%00.0%Unchanged
Rosenberg Matthew Hamilton6$4320.00%00.0%Unchanged
Tfo-TDC, LLC6$4550.00%00.0%Unchanged
Perkins Coie Trust Co8$5760.00%+8New
Cherry Tree Wealth Management, LLC8$5770.00%00.0%Unchanged
North Star Investment Management Corp.12$8650.00%00.0%Unchanged
Bollard Group LLC15$1.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC15$1.08K0.00%00.0%Unchanged
Larson Financial Group LLC17$1.25K0.00%+5+41.7%Added
Tucker Asset Management LLC18$1.30K0.00%00.0%Unchanged
West Paces Advisors Inc.19$1.37K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.44K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC29$1.96K0.00%00.0%Unchanged
Baystate Wealth Management LLC30$2.18K0.00%+30New
Albion Financial Group32$2.31K0.00%+32New
TFC Financial Management32$2.32K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.35$2.53K0.00%00.0%Unchanged
Versant Capital Management, Inc37$2.67K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.41$2.93K0.00%+1+2.5%Added
Abound Wealth Management41$2.96K0.00%−10−19.6%Reduced
Raffa Wealth Management, LLC41$2.96K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC35$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC42$3.03K0.00%+8+23.5%Added
SJS Investment Consulting Inc.43$3.10K0.00%+2+4.9%Added
Northwest Investment Counselors, LLC50$3.60K0.00%+50New
Globeflex Capital L P63$4.54K0.00%00.0%Unchanged
McIlrath & Eck, LLC71$5.12K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc78$6.00K0.01%00.0%Unchanged
Ancora Advisors, LLC90$6.49K0.00%00.0%Unchanged
GW&K Investment Management, LLC95$7.00K0.00%+3+3.3%Added
Atwood & Palmer Inc100$7.21K0.00%−202−66.9%Reduced
Cornerstone Planning Group LLC100$7.21K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.100$7.21K0.01%+100New
Bray Capital Advisors101$7.28K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.103$7.42K0.01%00.0%Unchanged
Peoples Bank110$7.93K0.01%+110New
Moisand Fitzgerald Tamayo, LLC110$7.93K0.00%00.0%Unchanged
Steward Financial Group LLC123$8.00K0.00%−237−65.8%Reduced
Earnest Partners LLC116$8.36K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC117$8.43K0.00%−27−18.8%Reduced
Eagle Bay Advisors LLC118$8.50K0.00%+22+22.9%Added
Mendota Financial Group, LLC118$8.51K0.01%00.0%Unchanged
Salomon & Ludwin, LLC119$8.58K0.00%+119New
Kapitalo Investimentos Ltda123$8.87K0.00%+123New
Jones Financial Companies LLLP124$8.94K0.00%00.0%Unchanged
Investors Research Corp126$9.08K0.00%00.0%Unchanged
RFP Financial Group LLC126$9.08K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC122$10.2K0.00%00.0%Unchanged
Center for Financial Planning, Inc.144$10.4K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP147$10.6K0.00%+29+24.6%Added
Lindbrook Capital, LLC148$10.7K0.00%−11−6.9%Reduced
Spire Wealth Management148$10.7K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.112$10.8K0.00%+112New
Park Place Capital Corp152$11.0K0.00%+9+6.3%Added
First Manhattan Co158$11.4K0.00%00.0%Unchanged
Team Financial Group, LLC160$11.5K0.01%+160New
Peregrine Capital Management LLC160$11.5K0.00%00.0%Unchanged
Zions Bancorporation, N.A.165$11.9K0.00%−1−0.6%Reduced
Creative Financial Designs Inc166$12.0K0.00%00.0%Unchanged
Beacon Capital Management, LLC159$12.1K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.168$12.1K0.00%00.0%Unchanged
NBC Securities, Inc.190$13.0K0.00%+190New
Transamerica Financial Advisors, Inc.172$13.0K0.00%+171+17,100.0%Added
Carmel Capital Partners, LLC187$13.5K0.01%+187New
Financial Management Professionals, Inc.199$14.0K0.00%00.0%Unchanged
Smithfield Trust Co190$14.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC196$14.1K0.00%+83+73.5%Added
CoreFirst Bank & Trust197$14.2K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC211$15.2K0.01%00.0%Unchanged
Private Trust Co NA217$15.6K0.00%00.0%Unchanged
Key Financial Inc219$15.8K0.01%00.0%Unchanged
Level Financial Advisors, Inc.220$15.9K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC225$16.2K0.01%00.0%Unchanged
Caldwell Trust Co235$16.9K0.00%00.0%Unchanged
Lazard Asset Management LLC240$17.0K0.00%00.0%Unchanged
St Germain D J Co Inc239$17.2K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC259$18.7K0.00%−3−1.1%Reduced
Hoertkorn Richard Charles272$19.6K0.01%00.0%Unchanged
Tradition Wealth Management, LLC281$20.0K0.00%+2+0.7%Added
Pflug Koory, LLC285$20.5K0.01%00.0%Unchanged
First Pacific Financial295$21.3K0.01%00.0%Unchanged
Halpern Financial, Inc.296$21.3K0.01%00.0%Unchanged
Old Second National Bank of Aurora300$21.6K0.01%00.0%Unchanged
Bogart Wealth, LLC300$21.6K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC300$22.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC310$22.3K0.02%00.0%Unchanged
Brown Brothers Harriman & Co311$22.4K0.00%+34+12.3%Added
Financial Perspectives, Inc314$22.6K0.01%+76+31.9%Added
Providence Capital Advisors, LLC320$23.1K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.344$24.8K0.01%−169−32.9%Reduced
Benjamin F. Edwards & Company, Inc.364$26.0K0.00%−415−53.3%Reduced
Sugarloaf Wealth Management, LLC364$26.2K0.01%00.0%Unchanged
Toth Financial Advisory Corp365$26.3K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.384$26.8K0.00%+226+143.0%Added
Riggs Asset Managment Co. Inc.372$26.8K0.01%−293−44.1%Reduced
DB Wealth Management Group, LLC377$27.2K0.02%00.0%Unchanged
Annapolis Financial Services, LLC379$27.3K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC389$28.0K0.00%+93+31.4%Added